- Letters
- 26
- Companies
- 2
- Coverage
-
Apr 2010
Jul 2025
Frequently mentioned companies
Approved mentionsLetter archive
Investor letter, January 2024
All of the accounts for which we are responsible posted positive results for the full year of 2023
Investor letter, July 2023
first half of 2023
Permanence, Profits, Price, & Patience
The first half of 2022
Investor letter, July 2021
the first half of this year
Investor letter, April 2021
first
quarter of 2021
Investor letter, October 2020
third quarter
Investor letter, October 2019
2019’s third quarter
Investor letter, July 2019
first half of 2019
Investor letter, October 2018
the third quarter
Investor letter, July 2017
the six months ended this past June 30
Investor letter, April 2017
the first three months of 2017
Investor letter, October 2016
The third quarter of 2016
Investor letter, July 2016
The first half of 2016 in the U.S. equity market
Investor letter, April 2016
the first quarter of 2016
Investor letter, June 2015
as we reach the middle of 2015
Investor letter, April 2015
first quarter of 2015
Investor letter, April 2011
first quarter of 2011